See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,312 | $124,281-73.2% | $109,143-69.5% | $167,490-80.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.82% | 26.04%-14.2pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,148 | $4,207-72.7% | $3,722-69.1% | $4,837-76.3% |
| Participant deferral / active EE | $3,382 | $5,255-35.6% | $4,653-27.3% | $6,341-46.7% |
| Admin fee / account holder | $303 | $7,970-96.2% | $6,752-95.5% | $12,309-97.5% |